Craig has almost 25 years’ experience in the financial services industry, helping his clients to simplify their financial lives and achieve their long-term financial goals. He structures financial plans to meet his clients’ present needs and future goals, encouraging them to participate in the investment and planning process to become better informed consumers. Craig maintains a close working relationship with each of his clients, carefully considering their goals, preferences and need for information. This mutual trust and respect is evident in the longstanding relationships he has of more than 30 years.
His career started in 1981 as a Customer Services Manager for Standard Bank followed by a short stint with Liberty Life as a Consultant. He started Craig Harrison & Associates, specialising in financial planning and tax consulting, in 1996 but headed back to the corporate world as an executive Financial Planner with Nedbank in 1998. Craig joined Old Mutual Private Wealth Management in 2013 and Private Wealth Management Pty Ltd in March 2020. He was Nedbank Financial Planner of the Year in 2006/7 and Nedbank Private Bank Financial Planner of the Year 2010/11/12.
Craig is a registered Certified Financial Planner from the Financial Planning Institute of South Africa, is registered with the Institute of Bankers (SA) CAIB (SA) and has a Bachelor of Commerce in Quantitative Management and Economics (UNISA).